Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$30K Sell
2024
Q4
$52K Buy
2024
Q3
$63K Buy
2024
Q2
$58K Buy
2024
Q1
$65K Buy
2023
Q4
$56K Buy
2023
Q3
$56K Buy
2023
Q2
$51K Buy
2023
Q1
$46K Buy
2022
Q4
$23K Sell
2022
Q3
$34K Hold
2022
Q2
$64K Hold
2022
Q1
$64K Buy